WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.41M
3
+$896K
4
ADBE icon
Adobe
ADBE
+$417K
5
PANW icon
Palo Alto Networks
PANW
+$314K

Top Sells

1
+$1.72M
2
+$1.53M
3
+$1.33M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.21M
5
BEN icon
Franklin Resources
BEN
+$1.04M

Sector Composition

1 Financials 13.5%
2 Industrials 11.45%
3 Healthcare 10.41%
4 Consumer Discretionary 8.83%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.55M 4.52%
51,363
-283
2
$4.63M 3.77%
39,505
-516
3
$3.35M 2.73%
63,854
-818
4
$3.04M 2.47%
16,320
-351
5
$2.87M 2.34%
26,553
-278
6
$2.12M 1.73%
20,174
-286
7
$2.08M 1.69%
90,351
-3,570
8
$2.07M 1.68%
23,977
-578
9
$2.05M 1.67%
5,382
-114
10
$2.03M 1.65%
137,233
-968
11
$1.98M 1.61%
57,402
-1,048
12
$1.85M 1.51%
63,968
-1,324
13
$1.83M 1.49%
1,251
-15
14
$1.76M 1.43%
16,975
-408
15
$1.75M 1.42%
20,180
-145
16
$1.7M 1.39%
42,960
-600
17
$1.7M 1.38%
7,600
-62
18
$1.7M 1.38%
21,767
-46
19
$1.69M 1.37%
14,342
-291
20
$1.68M 1.37%
10,801
-189
21
$1.68M 1.36%
15,097
-451
22
$1.67M 1.36%
26,946
-870
23
$1.65M 1.35%
12,520
-210
24
$1.65M 1.34%
22,628
-412
25
$1.65M 1.34%
19,944
-326
1
2 3 4